See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,351 | $65,435-49.0% | $86,677-61.5% | $66,914-50.2% |
| Participation rate | 66.8% | 75.5%-8.6pp | 76.6%-9.7pp | 69.8%-3.0pp |
| Annual return | -16.47% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,370 | $2,153-36.4% | $2,836-51.7% | $2,544-46.1% |
| Participant deferral / active EE | $2,280 | $4,100-44.4% | $4,656-51.0% | $4,237-46.2% |
| Admin fee / account holder | $6,850 | $642+967.8% | $7,493-8.6% | $593+1054.7% |